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WHLRD vs KOSS

Comparison between Wheeler Real Estate Investment Trust Inc (WHLRD, Company) and Koss Corp (KOSS, Company).

WHLRD is from the Real Estate sector, while KOSS is from the Technology sector.

5-Year PerformanceWHLRD has outperformed KOSS, delivering a return of +15.0% compared to -31.1%

WHLRD vs KOSS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
WHLRD
$37M
KOSS
$37M
Max Drawdown
Winner
WHLRD
81.70%
KOSS
96.42%
Sharpe Ratio
Winner
WHLRD
0.28
KOSS
-0.52
5Y Beta
Winner
WHLRD
0.11
KOSS
1.54
Industry
WHLRD
Reit - Retail
KOSS
Consumer Electronics
P/E Ratio
WHLRD
N/A
KOSS
-33.62
Forward P/E
WHLRD
N/A
KOSS
526.32
PEG Ratio
WHLRD
0.00
Winner
KOSS
-0.76
5Y Dividends CAGR
WHLRD
N/A
KOSS
-5.88%
Debt to Equity
WHLRD
N/A
KOSS
0.00%
Free Cash Flow Yield
WHLRD
N/A
KOSS
-3.89%
P/S Ratio
Winner
WHLRD
0.36
KOSS
2.93
P/B Ratio
WHLRD
N/A
KOSS
1.27

WHLRD vs KOSS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WHLRD
+3.48%
KOSS
-0.64%
3M
Winner
WHLRD
+1.15%
KOSS
-0.26%
6M
Winner
WHLRD
-1.76%
KOSS
-14.63%
1Y
Winner
WHLRD
+13.28%
KOSS
-19.71%
5Y(CAGR)
Winner
WHLRD
+15.04%
KOSS
-31.15%
10Y(CAGR)
WHLRD
+6.36%
Winner
KOSS
+6.37%
Max(CAGR)
Winner
WHLRD
+6.36%
KOSS
+2.52%

WHLRD vs KOSS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWHLRDKOSS
2026-4.31%-9.91%
2025+41.77%-44.20%
2024+108.77%+114.85%
2023-0.91%-32.19%
2022-15.38%-58.19%
2021-14.82%+234.80%
2020+20.12%+127.81%
2019+44.09%-21.43%
2018-46.05%-12.00%
2017-6.73%+34.93%
2016-3.61%+15.15%
2015N/A+10.33%
2014N/A-64.55%
2013N/A+7.00%
2012N/A-2.83%
2011N/A-1.77%
2010N/A-5.07%
2009N/A+23.05%
2008N/A-45.66%
2007N/A-18.03%
2006N/A-3.11%
2005N/A+37.93%
2004N/A-3.54%
2003N/A+14.54%
2002N/A+28.46%
2001N/A+18.81%
2000N/A+75.49%
1999N/A+8.22%

WHLRD vs KOSS Drawdown Comparison

The maximum drawdown for WHLRD was -78.41%, occurring on Mar 18, 2020. Recovery took 1887 trading sessions.

The maximum drawdown for KOSS was -96.42%, occurring on Apr 17, 2024. This drawdown has not yet recovered.

The current WHLRD drawdown is -12.29%. The current KOSS drawdown is -93.89%.

RankWHLRDKOSS
#1-78.41%
Mar 31, 2017 - Oct 2, 2024
-96.42%
Jan 29, 2021 - Apr 17, 2024
#2-16.71%
Dec 5, 2025 - May 20, 2026
-91.74%
Jan 19, 2006 - Jan 26, 2021
#3-11.44%
Jan 24, 2025 - Apr 23, 2025
-34.71%
Feb 27, 2004 - Nov 28, 2005
#4-10.59%
Nov 7, 2024 - Dec 31, 2024
-34.68%
Nov 7, 2000 - Apr 12, 2001
#5-9.36%
Apr 30, 2025 - Sep 3, 2025
-33.55%
May 2, 2001 - Jan 9, 2003
#6-9.29%
Sep 12, 2025 - Dec 5, 2025
-29.29%
Jan 21, 2003 - Jan 9, 2004
#7-8.98%
Sep 30, 2016 - Feb 3, 2017
-27.66%
Jan 27, 2021 - Jan 29, 2021
#8-5.29%
Oct 2, 2024 - Oct 8, 2024
-21.13%
Jun 22, 2000 - Jul 18, 2000
#9-4.84%
Jan 8, 2025 - Jan 16, 2025
-18.62%
Nov 28, 2005 - Dec 22, 2005
#10-4.20%
Dec 31, 2024 - Jan 7, 2025
-17.56%
Mar 15, 2000 - May 25, 2000
#11-2.71%
Jan 17, 2025 - Jan 23, 2025
-12.97%
Oct 17, 2000 - Oct 31, 2000
#12-1.37%
Apr 25, 2025 - Apr 30, 2025
-11.68%
Aug 15, 2000 - Oct 13, 2000
#13-1.27%
Oct 21, 2024 - Oct 30, 2024
-11.29%
Dec 3, 1999 - Mar 15, 2000
#14-1.18%
Feb 24, 2017 - Mar 24, 2017
-9.84%
Feb 6, 2004 - Feb 25, 2004
#15-0.92%
Sep 3, 2025 - Sep 9, 2025
-7.86%
Dec 22, 2005 - Jan 17, 2006

Correlation

Correlation between WHLRD and KOSS is 0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

0.01
-101

Dividend Comparison (2001 - 2018)

WHLRD vs KOSS dividend yield comparison.

YearWHLRDKOSS
201817.04%0.00%
201710.88%0.00%
20162.59%0.00%
20140.00%3.43%
20130.00%4.71%
20120.00%5.05%
20110.00%4.80%
20100.00%4.80%
20090.00%4.63%
20080.00%5.59%
20070.00%8.53%
20060.00%6.47%
20050.00%1.99%
20040.00%2.67%
20030.00%2.52%
20020.00%2.68%
20010.00%1.72%

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